Meet Our Teamcasper2025-01-27T19:30:05+00:00

Our Team

For over 40 years, we’ve helped hundreds of individuals and families discover true financial freedom, by bringing clarity, confidence, and control to every financial choice they make.

Schedule an appointment with our team to discover how you can live with the true freedom and contentment you were made to enjoy.

Schedule A Conversation

For over 40 years, we’ve helped hundreds of individuals and families discover true financial freedom, by bringing clarity, confidence, and control to every financial choice they make.

Schedule an appointment with our team to discover how you can live with the true freedom and contentment you were made to enjoy.

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Stewardship Advisory Group is an SEC Registered Investment Advisor and serves clients across the nation in almost all 50 states.

Our Team

For over 40 years, we’ve helped hundreds of individuals and families discover true financial freedom, by bringing clarity, confidence, and control to every financial choice they make.

Schedule an appointment with our team to discover how you can live with the true freedom and contentment you were made to enjoy.

Compliance Logos-01

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Stewardship Advisory Group is an SEC Registered Investment Advisor and serves clients across the nation in almost all 50 states.

Executive

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Jeff Rogers, CEP®, CKA®

Founder and Chairman

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Scott Pletcher

Chief Operating Officer

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Cathy Rogers

Licensing Coordinator

Orlando, FL Office

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Nick Ellison, CFP®, CKA®

Financial Advisor

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Joe Morson, CFP® Enrolled Agent

Financial Advisor and Case Planning Specialist

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Joe Veasey, CKA®, CFP®, EA, CTS™

Financial Advisor and Case Planning & Tax Specialist

Client Service

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Stephen Deloglos

Client Service Specialist

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Megan Sharp

Client Service Specialist

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Rob Evans

Client Service Specialist

Dallas-Fort Worth, TX Office

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Tony Adkison, AIF® CEP® CKA®

Investment Advisor Representative

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Matt Hight, CKA® and CFP®

Investment Advisor Representative

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Ricky Taylor

Director of Financial Operations

Administrative

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Denise Pass

Marketing Director

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Abigail Cox

Executive Assistant

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Erin Benz

Administrative Assistant and Travel Concierge

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*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC and United Planners Financial Services are not affiliated companies.

We are registered to conduct securities business in the states detailed here. This communication is strictly intended for individuals residing in the states listed here. No offers may be made or accepted from outside the specific states referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This site contains links to other third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Stewardship Advisory Group nor United Planners Financial Services have reviewed the content of, and are not responsible for the information or the results of the third-party websites. Business continuity plan available here.
United Planners’ Representatives do not provide tax or legal services.

View the qualifications and business practices of Stewardship Advisory Group, LLC here. (ADV) Stewardship Advisory Group, LLC is registered with the United States Securities and Exchange Commission as a Registered Investment Adviser. View our customer or client relationship summary here. (CRS)

Contact

Office: (407) 470-1405
Fax: (407) 470-1411
17011 SR 50 Suite 203
Clermont, FL 34711

[email protected]